GK

Graney & King Portfolio holdings

AUM $144M
1-Year Est. Return 11.08%
This Quarter Est. Return
1 Year Est. Return
+11.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.99%
2 Financials 1.38%
3 Industrials 1.28%
4 Communication Services 1.25%
5 Consumer Discretionary 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LLY icon
76
Eli Lilly
LLY
$915B
$141K 0.09%
181
+23
VUSB icon
77
Vanguard Ultra-Short Bond ETF
VUSB
$5.67B
$136K 0.09%
2,729
+1,205
SYK icon
78
Stryker
SYK
$143B
$128K 0.09%
324
YUM icon
79
Yum! Brands
YUM
$41.6B
$128K 0.09%
861
CAT icon
80
Caterpillar
CAT
$259B
$121K 0.08%
311
+1
VDC icon
81
Vanguard Consumer Staples ETF
VDC
$7.22B
$115K 0.08%
524
+3
SPDW icon
82
SPDR Portfolio Developed World ex-US ETF
SPDW
$31B
$114K 0.08%
2,817
+39
ROBT icon
83
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$593M
$112K 0.08%
2,318
KVUE icon
84
Kenvue
KVUE
$32.1B
$104K 0.07%
4,953
-393
VNQ icon
85
Vanguard Real Estate ETF
VNQ
$33.5B
$101K 0.07%
1,129
+2
INTC icon
86
Intel
INTC
$171B
$98K 0.07%
4,377
RCL icon
87
Royal Caribbean
RCL
$69.7B
$93.9K 0.06%
300
AXP icon
88
American Express
AXP
$251B
$93.1K 0.06%
292
+33
SPMD icon
89
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$92.7K 0.06%
1,704
+1
IVW icon
90
iShares S&P 500 Growth ETF
IVW
$66.1B
$90K 0.06%
817
-27
XLK icon
91
Technology Select Sector SPDR Fund
XLK
$94.2B
$88.5K 0.06%
349
GSK icon
92
GSK
GSK
$96.7B
$88.2K 0.06%
2,297
+27
SCHW icon
93
Charles Schwab
SCHW
$169B
$84.7K 0.06%
928
TGT icon
94
Target
TGT
$41.2B
$84.3K 0.06%
854
+2
F icon
95
Ford
F
$52.9B
$83.1K 0.06%
7,658
+12
USMV icon
96
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$81.2K 0.05%
865
MAR icon
97
Marriott International
MAR
$77.1B
$80.8K 0.05%
296
+1
CRWD icon
98
CrowdStrike
CRWD
$133B
$76.4K 0.05%
150
IEF icon
99
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$75.8K 0.05%
792
-959
IBM icon
100
IBM
IBM
$285B
$71.6K 0.05%
243